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It’s rarely too soon to consider legacy and estate planning. Make the right choices now to minimise inheritance tax, ensure your wishes, and avoid loved ones selling property to cover tax bills.
We educate briefly on inheritance tax, then determine if your estate is likely to become taxable, now or in future!
We explore mitigation actions, and coach on giving with a warm heart over a cold hand!
Note pensions will fall within your estate from 2027.
GOALS
Learn the key points of inheritance tax (IHT) and allowances without being overwhelmed
Determine if your estate is likely to be subject to IHT, today or in the future
Validate if the current inheritance situation matches your assumptions and aligns to your wishes
Strategies for married or unmarried partners
Decide on giving with a warm heart over a cold hand!
Use of gifting allowances
Mitigation to avoid forced selling of assets by beneficiaries to pay HMRC, particularly large properties.
Understand Trusts and their suitability - both financially and to ensure your wishes are followed
PROCESS
Pre-work: Gather information around your existing situation
(1 hour)
1:1 Assessment: Discuss your goals and priorities, and the legacy you wish to leave. Review your current assets and family situation. Forecast if your estate is likely to become subject to inheritance tax. Ensure the current situation matches your assumptions of what would happen.
(1 hour)
1:1 Strategy: Strategies for married or unmarried partners. Coaching on late legacy or giving now. Strategic mitigations including use of various tax allowances and financial products. Explore trusts if applicable.
(1 hour)
Action: Guided implementation of your chosen actions, habit forming, and accountability check-in!
Offline guidance as needed, or 1:1 step through sessions.
(1-2 hours)
Book a free call or email today to discuss this package first, or go ahead and purchase now!
It’s rarely too soon to consider legacy and estate planning. Make the right choices now to minimise inheritance tax, ensure your wishes, and avoid loved ones selling property to cover tax bills.
We educate briefly on inheritance tax, then determine if your estate is likely to become taxable, now or in future!
We explore mitigation actions, and coach on giving with a warm heart over a cold hand!
Note pensions will fall within your estate from 2027.
GOALS
Learn the key points of inheritance tax (IHT) and allowances without being overwhelmed
Determine if your estate is likely to be subject to IHT, today or in the future
Validate if the current inheritance situation matches your assumptions and aligns to your wishes
Strategies for married or unmarried partners
Decide on giving with a warm heart over a cold hand!
Use of gifting allowances
Mitigation to avoid forced selling of assets by beneficiaries to pay HMRC, particularly large properties.
Understand Trusts and their suitability - both financially and to ensure your wishes are followed
PROCESS
Pre-work: Gather information around your existing situation
(1 hour)
1:1 Assessment: Discuss your goals and priorities, and the legacy you wish to leave. Review your current assets and family situation. Forecast if your estate is likely to become subject to inheritance tax. Ensure the current situation matches your assumptions of what would happen.
(1 hour)
1:1 Strategy: Strategies for married or unmarried partners. Coaching on late legacy or giving now. Strategic mitigations including use of various tax allowances and financial products. Explore trusts if applicable.
(1 hour)
Action: Guided implementation of your chosen actions, habit forming, and accountability check-in!
Offline guidance as needed, or 1:1 step through sessions.
(1-2 hours)
Book a free call or email today to discuss this package first, or go ahead and purchase now!